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AR

Alan J. Reed

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CRD#: 4714801
AR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Alan John Reed JR., who also goes by Alan John Reed Jr., was a registered financial professional .

Alan is a previously registered financial professional and started their career in finance in 2003. Alan had worked at 15 firms and has passed the Series 63, Series 79TO, Series 7TO, Series 99TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Alan John Reed Jr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 27, 2023 - May 23, 2025

OPENYIELD TRADING LLC

BD
CRD#: 326199
New York, NY
Past

November 6, 2020 - August 3, 2021

COINBASE SECURITIES, INC.

BD
CRD#: 151143
NEW YORK, NY
Past

November 6, 2020 - August 3, 2021

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
NEW YORK, NY
Past

November 11, 2016 - March 6, 2019

BIDS TRADING L.P.

BD
CRD#: 141296
NEW YORK, NY
Past

May 30, 2013 - December 1, 2014

MPS GLOBAL SECURITIES, LLC

BD
CRD#: 148689
NEW YORK, NY
Past

July 27, 2012 - December 4, 2014

MAREX CAPITAL MARKETS INC.

BD
CRD#: 161014
NEW YORK, NY
Past

October 20, 2009 - March 16, 2012

MACQUARIE CAPITAL (USA) INC.

BD
CRD#: 36368
NEW YORK, NY
Past

January 6, 2009 - July 1, 2009

ARKONIS CAPITAL LLC

BD
CRD#: 147798
WOODBURY, NY
Past

March 6, 2006 - June 1, 2006

BRIDGE TRADING COMPANY

BD
CRD#: 6822
NEW YORK, NY
Past

July 18, 2005 - March 6, 2008

NOMURA SECURITIES NORTH AMERICA, LLC

BD
CRD#: 42885
NEW YORK, NY
Past

May 16, 2005 - June 30, 2005

LYNCH, JONES & RYAN LLC

BD
CRD#: 3198
NEW YORK, NY
Past

May 16, 2005 - December 15, 2005

NASDAQ CAPITAL MARKETS ADVISORY LLC

BD
CRD#: 104295
NEW YORK, NY
Past

May 16, 2005 - December 15, 2005

INET ATS, INC.

BD
CRD#: 20746
JERSEY CITY, NJ
Past

May 16, 2005 - June 1, 2006

INSTINET, LLC

BD
CRD#: 42886
NEW YORK, NY
Past

May 16, 2005 - March 6, 2008

INSTINET, LLC

BD
CRD#: 7897
NEW YORK, NY
Past

July 23, 2004 - April 6, 2005

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO
Past

November 13, 2003 - February 29, 2004

BRIDGE TRADING COMPANY

BD
CRD#: 6822
ST. LOUIS, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/27/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 9/27/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


OT
OPENYIELD TRADING LLC
OPENYIELD TRADING LLC

CRD#: 326199 / SEC#: , 8-71081

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
205 East 42nd St Suite 1935, New York, NY 10017
Mailing Address
205 East 42nd St Suite 1935, New York, NY 10017
Phone number
(908) 409-3542
Established
Delaware since 03/10/2023
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
OPENYIELD INC.SOLE MEMBER OF LLC AND PARENT COMPANY
BIRNBAUM, JONATHAN ADAMCEO, PRESIDENT AND MANAGING PRINCIPAL5350316
CARTER, ANA RFINOP AND CHIEF FINANCIAL OFFICER4424794
SHPETNER, THOMAS DANIELGENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER4487619

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


OPENYIELD TRADING LLC

CRD#: 326199

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